Corporate Tax Planning Strategist
6 days ago
Job Overview
Hantz Group, a leading financial services company based in Michigan, is seeking a skilled Corporate Tax Planning Strategist. As part of our team, you will play a crucial role in helping individuals and businesses achieve their financial goals by providing expert tax planning strategies.
About the Role
The successful candidate will work closely with our Financial Advisors to develop comprehensive financial plans and minimize clients' tax liabilities. Key responsibilities include analyzing tax liability, preparing tax projections, and filing tax returns. You will also be responsible for preparing and delivering presentations to clients and prospective clients, developing and maintaining a client base, and marketing and selling appropriate tax plans.
Essential Skills and Qualifications
- Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
- Strong sense of professional and personal accountability
- Basic computer skills and experience with Microsoft Office applications
- Bachelor's Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic, and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Salary and Benefits
The estimated salary range for this position is $60,000 - $80,000 per year, depending on experience. We offer a comprehensive benefits package, including health/dental/vision insurance, paid time off, 401K, voluntary life insurance, and flexible spending accounts.
EEO Statement
Hantz Group is an equal opportunity employer and does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
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